You’re Biased Toward Your Own Money
In one way or another, we all have a complex relationship with our own money. Because of that,...
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Category: Family
Four Ways to Teach Your Grandkids About Money
Named the International Day of Families by the United Nations, May 15 is a day dedicated to...
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Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce
After 27 years of marriage, high-powered business and philanthropic couple Bill and Melinda Gates...
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A Federal Wealth Tax Has Been Introduced in the Senate.
Here’s what affluent families need to know. Several U.S. senators have proposed new...
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13 Ways to Keep Your Finances Secure Online
Since the global pandemic hit in early 2020, more and more facets of society have moved online....
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What if You Retire in a Recession?
With the full effects of the coronavirus pandemic yet to be seen, early retirees and pre-retirees...
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Retirement is For Freedom
There are two phenomena that are becoming all-too-common realities for Americans over 65. The...
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Retirement Happy Factor: Guaranteed Lifetime Income
How can you increase your happiness in retirement? Are there secrets you can discover that will...
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Will Your Family Be Alright When You’re Gone? Estate Planning 101
For most of you, there is nothing more important in your lives than family. They are often the...
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The Cost Of Doing Nothing Is Your Retirement
The year 2020 has put major strains on retirement plans as the volatility of the market created...
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How to Make the Tax Code Work for You
By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns....
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The Best Retirement Tax Workaround
As Bill Archer once said, “we must care for each other more and tax each other less.” Nothing is...
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